This event is open exclusively to those working client-side within FCA or PRA regulated firms.
Financial services firms invest significant time and resource in client communications, yet too often these are treated as regulatory checkboxes rather than moments that shape how people feel, think and act about their money. Across the sector, from asset management to pensions, a shared challenge persists: how do you present complex financial information in ways that are clear, timely and genuinely accessible to audiences with vastly different levels of knowledge and life experience?
This session makes the case for rethinking that default. We'll explore what it looks like in practice to move from obligation to opportunity: ditching rigid reporting cycles in favour of outreach tied to real-life moments, tailoring content to different levels of understanding and vulnerability, and designing communications that reduce anxiety rather than amplify it.
We'll examine how clearer, more thoughtfully structured engagement can strengthen trust, drive better client outcomes and support long-term retention, and why firms that treat communication as a strategic growth lever, not just a compliance function, may find themselves with a meaningful edge in the years ahead.
Moderator:
Katie Mousley, Head of Marketing, MBA Group
Katie Mousley, Senior Marketing Manager at MBA Group. With experience spanning SaaS, eCommerce, technology, regulated industries, and influencer marketing, she brings a distinctive cross-sector perspective shaped by work with globally recognised brands and a clear focus on what genuinely drives growth.
At MBA Group, Katie leads marketing for one of the UK’s most progressive multichannel communications businesses, helping major brands connect with customers through data-led, creatively driven strategies. She has a strong track record in building brand and co-marketing partnerships that move beyond vanity metrics to deliver measurable commercial results.
Speakers:
Tom Peterson, Head of Marketing & Investor Relations, mallowstreet
Tom Peterson is Head of Marketing and Investor Relations at mallowstreet and SOFI ai, where he leads strategic marketing, investor engagement and commercial growth across both businesses. He is responsible for brand strategy, campaign delivery, audience development, lead generation, partnerships and stakeholder communications, while helping drive revenue through events, digital channels and strategic relationships. With a strong background in B2B marketing, Tom has built a reputation for combining content, data and relationship-led growth strategies to deliver measurable results. His expertise spans go-to-market planning, CRM and lifecycle marketing, event commercialisation, media partnerships and market positioning, with a consistent focus on building trusted brands and engaged professional communities.
Leilah Aintaoui, Managing Director, VideoSmart
Leilah Aintaoui is a dynamic and forward-thinking female leader specialising in digital growth, video marketing, and the intersection of personalisation and artificial intelligence. She has a deep understanding of how emerging technologies can drive engagement, enhance customer experience, and optimise marketing strategies. With expertise spanning video technology, AI-powered video personalisation, big data, and scalable communications, Leilah has worked across a variety of industries including financial services, travel, and utilities. She is particularly passionate about harnessing the power of personalised video and AI to create tailored, immersive experiences for audiences—transforming how brands connect with their customers in meaningful, data-driven ways.
Paul Irwin, Creative Director, Studio Certain
For the last 20 years, Paul has worked in both boutique and fully integrated agencies across all sectors from professional services to the performing arts. Whether he’s developing brands, defining strategies, or directing brand films, he leads every project with passion and precision.
Eoin McCann, Head of Workplace Marketing, Fidelity International
Eoin McCann makes the world of pensions and investing less boring. Working at Fidelity International, he has more than a decade of experience in getting rid of jargon across workplace pensions, online banking and technology. Eoin blends behavioural science, data and storytelling to make complex pensions, regulation and investment choices clear and actionable - leading to tangible commercial results. He builds education programmes and digital journeys that improve confidence, trust and measurable outcomes.
In Partnership with:
